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Valmark Advisers’s Air Products & Chemicals APD Stock Holding History

Valmark Advisers’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$902K Buy
3,106
+151
+5% +$41.6K 0.01% 367
2025
Q4 		$730K Hold
2,955
– – 0.01% 386
2025
Q3 		$806K Sell
2,955
-10
-0.3% -$2.9K 0.01% 362
2025
Q2 		$836K Sell
2,965
-5
-0.2% -$1.37K 0.01% 363
2025
Q1 		$876K Sell
2,970
-8
-0.3% -$2.47K 0.01% 333
2024
Q4 		$864K Sell
2,978
-13
-0.4% -$4.08K 0.01% 331
2024
Q3 		$891K Sell
2,991
-148
-5% -$40.5K 0.01% 324
2024
Q2 		$810K Buy
3,139
+93
+3% +$23.6K 0.01% 317
2024
Q1 		$738K Sell
3,046
-13
-0.4% -$3.19K 0.01% 317
2023
Q4 		$838K Sell
3,059
-166
-5% -$45.6K 0.02% 279
2023
Q3 		$914K Hold
3,225
– – 0.02% 236
2023
Q2 		$966K Sell
3,225
-3
-0.1% -$854 0.02% 235
2023
Q1 		$927K Sell
3,228
-33
-1% -$9.63K 0.02% 230
2022
Q4 		$1.01M Sell
3,261
-1
-0% -$282 0.02% 214
2022
Q3 		$759K Buy
3,262
+50
+2% +$12.4K 0.02% 220
2022
Q2 		$772K Sell
3,212
-9
-0.3% -$2.19K 0.02% 228
2022
Q1 		$805K Buy
3,221
+157
+5% +$40.3K 0.01% 230
2021
Q4 		$932K Buy
3,064
+41
+1% +$12K 0.02% 209
2021
Q3 		$774K Hold
3,023
– – 0.01% 221
2021
Q2 		$870K Sell
3,023
-232
-7% -$68.1K 0.02% 204
2021
Q1 		$916K Buy
3,255
+356
+12% +$96.8K 0.02% 192
2020
Q4 		$792K Buy
+2,899
New +$816K 0.02% 197

Other funds holding APD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valmark Advisers's APD Position: Q1 2026 in Review

Valmark Advisers increased its Air Products & Chemicals (APD) stake by 5.1% in Q1 2026, buying an estimated $41.6K and bringing the position to 3,106 shares worth $902K. The position accounts for 0.01% of the portfolio, ranked #367.

Valmark Advisers first reported a position in APD in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.01M in Q4 2022. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Valmark Advisers held 3,106 shares of Air Products & Chemicals worth $902K as of Q1 2026.
  • Valmark Advisers bought 151 Air Products & Chemicals shares in Q1 2026, an estimated $41.6K.
  • Air Products & Chemicals made up 0.01% of Valmark Advisers's portfolio in Q1 2026, its #367 holding.
  • Valmark Advisers first reported a position in Air Products & Chemicals in Q4 2020 and has held it in 22 quarters since.
  • Valmark Advisers's Air Products & Chemicals position peaked at $1.01M in Q4 2022.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.